Kalliopeia Foundation
Plan context: Kalliopeia Foundation 401(K) Plan
EIN 94-3270387 • Point Reyes Station, CA • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$2,378,884
2024 Contributions
$271,039
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $2,378,884 | $271,039 | $14,265iApproximate average salary by contribution assumption: employee only about $356,630 at 4% or $237,754 at 6%; with 50% employer match about $237,754 at 4% or $158,502 at 6%; with 100% employer match about $178,315 at 4% or $118,877 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 19 | $2,378,884 | $271,039 | $14,265iApproximate average salary by contribution assumption: employee only about $356,630 at 4% or $237,754 at 6%; with 50% employer match about $237,754 at 4% or $158,502 at 6%; with 100% employer match about $178,315 at 4% or $118,877 at 6%. |
| 2023 | 1 | 20 | $1,839,474 | $271,846 | $13,592iApproximate average salary by contribution assumption: employee only about $339,808 at 4% or $226,538 at 6%; with 50% employer match about $226,538 at 4% or $151,026 at 6%; with 100% employer match about $169,904 at 4% or $113,269 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 20 | $1,839,474 | $271,846 | $13,592iApproximate average salary by contribution assumption: employee only about $339,808 at 4% or $226,538 at 6%; with 50% employer match about $226,538 at 4% or $151,026 at 6%; with 100% employer match about $169,904 at 4% or $113,269 at 6%. |
| 2022 | 1 | 20 | $1,448,697 | $93,473 | $4,674iApproximate average salary by contribution assumption: employee only about $116,841 at 4% or $77,894 at 6%; with 50% employer match about $77,894 at 4% or $51,929 at 6%; with 100% employer match about $58,421 at 4% or $38,947 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 20 | $1,448,697 | $93,473 | $4,674iApproximate average salary by contribution assumption: employee only about $116,841 at 4% or $77,894 at 6%; with 50% employer match about $77,894 at 4% or $51,929 at 6%; with 100% employer match about $58,421 at 4% or $38,947 at 6%. |
| 2021 | 1 | 17 | $1,601,193 | $262,767 | $15,457iApproximate average salary by contribution assumption: employee only about $386,422 at 4% or $257,615 at 6%; with 50% employer match about $257,615 at 4% or $171,743 at 6%; with 100% employer match about $193,211 at 4% or $128,807 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 17 | $1,601,193 | $262,767 | $15,457iApproximate average salary by contribution assumption: employee only about $386,422 at 4% or $257,615 at 6%; with 50% employer match about $257,615 at 4% or $171,743 at 6%; with 100% employer match about $193,211 at 4% or $128,807 at 6%. |
| 2020 | 1 | 17 | $1,169,874 | $216,803 | $12,753iApproximate average salary by contribution assumption: employee only about $318,828 at 4% or $212,552 at 6%; with 50% employer match about $212,552 at 4% or $141,701 at 6%; with 100% employer match about $159,414 at 4% or $106,276 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 17 | $1,169,874 | $216,803 | $12,753iApproximate average salary by contribution assumption: employee only about $318,828 at 4% or $212,552 at 6%; with 50% employer match about $212,552 at 4% or $141,701 at 6%; with 100% employer match about $159,414 at 4% or $106,276 at 6%. |
| 2019 | 1 | 16 | $804,173 | $183,131 | $11,446iApproximate average salary by contribution assumption: employee only about $286,142 at 4% or $190,761 at 6%; with 50% employer match about $190,761 at 4% or $127,174 at 6%; with 100% employer match about $143,071 at 4% or $95,381 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 16 | $804,173 | $183,131 | $11,446iApproximate average salary by contribution assumption: employee only about $286,142 at 4% or $190,761 at 6%; with 50% employer match about $190,761 at 4% or $127,174 at 6%; with 100% employer match about $143,071 at 4% or $95,381 at 6%. |
| 2018 | 1 | 14 | $674,842 | $192,801 | $13,772iApproximate average salary by contribution assumption: employee only about $344,288 at 4% or $229,525 at 6%; with 50% employer match about $229,525 at 4% or $153,017 at 6%; with 100% employer match about $172,144 at 4% or $114,763 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 14 | $674,842 | $192,801 | $13,772iApproximate average salary by contribution assumption: employee only about $344,288 at 4% or $229,525 at 6%; with 50% employer match about $229,525 at 4% or $153,017 at 6%; with 100% employer match about $172,144 at 4% or $114,763 at 6%. |
| 2017 | 1 | 11 | $511,577 | $107,848 | $9,804iApproximate average salary by contribution assumption: employee only about $245,109 at 4% or $163,406 at 6%; with 50% employer match about $163,406 at 4% or $108,937 at 6%; with 100% employer match about $122,555 at 4% or $81,703 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 11 | $511,577 | $107,848 | $9,804iApproximate average salary by contribution assumption: employee only about $245,109 at 4% or $163,406 at 6%; with 50% employer match about $163,406 at 4% or $108,937 at 6%; with 100% employer match about $122,555 at 4% or $81,703 at 6%. |
| 2016 | 1 | 8 | $342,456 | $60,949 | $7,619iApproximate average salary by contribution assumption: employee only about $190,466 at 4% or $126,977 at 6%; with 50% employer match about $126,977 at 4% or $84,651 at 6%; with 100% employer match about $95,233 at 4% or $63,489 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 8 | $342,456 | $60,949 | $7,619iApproximate average salary by contribution assumption: employee only about $190,466 at 4% or $126,977 at 6%; with 50% employer match about $126,977 at 4% or $84,651 at 6%; with 100% employer match about $95,233 at 4% or $63,489 at 6%. |
| 2015 | 1 | 10 | $330,704 | $75,486 | $7,549iApproximate average salary by contribution assumption: employee only about $188,715 at 4% or $125,810 at 6%; with 50% employer match about $125,810 at 4% or $83,873 at 6%; with 100% employer match about $94,358 at 4% or $62,905 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 10 | $330,704 | $75,486 | $7,549iApproximate average salary by contribution assumption: employee only about $188,715 at 4% or $125,810 at 6%; with 50% employer match about $125,810 at 4% or $83,873 at 6%; with 100% employer match about $94,358 at 4% or $62,905 at 6%. |
| 2014 | 1 | 8 | $274,587 | $79,890 | $9,986iApproximate average salary by contribution assumption: employee only about $249,656 at 4% or $166,438 at 6%; with 50% employer match about $166,438 at 4% or $110,958 at 6%; with 100% employer match about $124,828 at 4% or $83,219 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 8 | $274,587 | $79,890 | $9,986iApproximate average salary by contribution assumption: employee only about $249,656 at 4% or $166,438 at 6%; with 50% employer match about $166,438 at 4% or $110,958 at 6%; with 100% employer match about $124,828 at 4% or $83,219 at 6%. |
| 2013 | 1 | 11 | $314,477 | $54,805 | $4,982iApproximate average salary by contribution assumption: employee only about $124,557 at 4% or $83,038 at 6%; with 50% employer match about $83,038 at 4% or $55,359 at 6%; with 100% employer match about $62,278 at 4% or $41,519 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 11 | $314,477 | $54,805 | $4,982iApproximate average salary by contribution assumption: employee only about $124,557 at 4% or $83,038 at 6%; with 50% employer match about $83,038 at 4% or $55,359 at 6%; with 100% employer match about $62,278 at 4% or $41,519 at 6%. |
| 2012 | 1 | 9 | $224,625 | $55,872 | $6,208iApproximate average salary by contribution assumption: employee only about $155,200 at 4% or $103,467 at 6%; with 50% employer match about $103,467 at 4% or $68,978 at 6%; with 100% employer match about $77,600 at 4% or $51,733 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 9 | $224,625 | $55,872 | $6,208iApproximate average salary by contribution assumption: employee only about $155,200 at 4% or $103,467 at 6%; with 50% employer match about $103,467 at 4% or $68,978 at 6%; with 100% employer match about $77,600 at 4% or $51,733 at 6%. |
| 2011 | 1 | 9 | $157,238 | $46,947 | $5,216iApproximate average salary by contribution assumption: employee only about $130,408 at 4% or $86,939 at 6%; with 50% employer match about $86,939 at 4% or $57,959 at 6%; with 100% employer match about $65,204 at 4% or $43,469 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 9 | $157,238 | $46,947 | $5,216iApproximate average salary by contribution assumption: employee only about $130,408 at 4% or $86,939 at 6%; with 50% employer match about $86,939 at 4% or $57,959 at 6%; with 100% employer match about $65,204 at 4% or $43,469 at 6%. |
| 2010 | 2 | 8 | $110,625 | $111,297 | $13,912iApproximate average salary by contribution assumption: employee only about $347,803 at 4% or $231,869 at 6%; with 50% employer match about $231,869 at 4% or $154,579 at 6%; with 100% employer match about $173,902 at 4% or $115,934 at 6%. |
| Kalliopeia Foundation 401(K) Plan | - | 8 | $110,625 | $107,762 | $13,470iApproximate average salary by contribution assumption: employee only about $336,756 at 4% or $224,504 at 6%; with 50% employer match about $224,504 at 4% or $149,669 at 6%; with 100% employer match about $168,378 at 4% or $112,252 at 6%. |
| KALLIOPEIA FOUNDATION 403(B) PLAN | - | 0 | $0 | $3,535 | - |
| 2009 | 1 | 4 | $71,318 | $21,315 | $5,329iApproximate average salary by contribution assumption: employee only about $133,219 at 4% or $88,813 at 6%; with 50% employer match about $88,813 at 4% or $59,208 at 6%; with 100% employer match about $66,609 at 4% or $44,406 at 6%. |
| KALLIOPEIA FOUNDATION 403(B) PLAN | - | 4 | $71,318 | $21,315 | $5,329iApproximate average salary by contribution assumption: employee only about $133,219 at 4% or $88,813 at 6%; with 50% employer match about $88,813 at 4% or $59,208 at 6%; with 100% employer match about $66,609 at 4% or $44,406 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| KALLIOPEIA FOUNDATION 403B PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| KALLIOPEIA FOUNDATION 403B PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| KALLIOPEIA FOUNDATION 403B PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| KALLIOPEIA FOUNDATION 403B PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| KALLIOPEIA FOUNDATION 403B PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| KALLIOPEIA FOUNDATION 403B PLAN | - | 0 | - | - | - |